![]() ![]() The Growth portfolio was still the winner, but by less, as it has the highest volatility of the seven. ![]() Using the Portfolio Analytics capabilities of Stock Rover to take into account how much risk was taken to achieve return, we can see much more detail regarding risk, volatility and risk adjusted return from the image below. However return is one thing and risk adjusted return is another. We can see that the ETF Growth Portfolio has been the best performer for the 1 year, 2 year and 3 year periods, where as Simple Core was the best over the last 5 years. The returns are as of April 3rd 2019 and include dividends payments in the return. Well one picture is worth a thousand words, so check out this image of the returns of each of these portfolio over time. The overall expense ratio of this portfolio is 24 basis points. The tickers for the seven ETFs are as follows ACWI, IEMG, IEUR, MCHI, SCZ, SPDW and SPEM. All of the ETFs are currently rated at 4 stars from Morningstar. There are seven international ETFs in this portfolio, all equally weighted. This portfolio has exposure all over the world, including the US. ETF International PortfolioĪnother kitchen sink portfolio, this one designed to get you international exposure, is the ETF International Portfolio. This portfolio is a bit more expensive to run then the others at 36 basis points. The preferred dividend fund PGX carries only a 2 star rating, but is a pretty unique offering and does pay a dividend currently north of 5.5%. ![]() They are SDOG, which run a the dogs of the S&P 500 strategy, carries a 3 star rating. Six of the ETFs carry a 5 star rating from Morningstar. The ten ETF tickers are DES, DRGW, DON, DVY, IDV, NOBL, PGX, SDOG, SPHD and VYM and they are each evenly weighted at a 10% allocation of the portfolio. Sort of the whole kitchen sink for ETF dividend investors. This portfolio consists of 10 different diversified dividend focused ETFs that cover a range of dividend approaches including dividend growth, yield, consistency of payments, low volatility, international exposure, small and mid-cap exposure and preferred dividend streams. This portfolio is a bit more expensive to run than the previous ones mentioned at 16 basis points. The portfolio also throws in a 20% allocation for VOE, which is Vanguard’s mid-cap value fund, because, well Jim likes it.Īll ETFs in the Level 3 portfolio currently have a 4 star rating from Morningstar. VNQ is used because real estate performs well over time and is not well correlated with the rest of the market, thereby reducing the portfolio’s volatility. The Level 3 portfolio adds in VNQ which is the Vanguard real estate ETF. The remaining 40% is divided equally among the following two ETFs. RSP is at a 40% allocation, EQAL at a 20% allocation in the portfolio. The tickers for the two ETFs that do this are EQAL, which is the Invesco Russell 1000 tracker for mid-caps and RSP, the Invesco S&P 500 tracker. It looks to avoid the problem of mega-cap stocks dominating the weightings of index based returns by selecting ETFs that use equal cap weightings for all the index stocks. This is the ETF Level 3 Portfolio designed by James Cloonan the founder of AAII. The overall expense ratio of the portfolio is 6 basis points. The small cap and large cap ETFs have a Morningstar rating of 5 stars. It gives you exposure to the value side of the house and provides all cap exposure via selecting the value ETFs for small cap, mid-cap and large cap in equal proportion. This portfolio is the value subset of the All Cap portfolio described previously. All three ETFs selected have a Morningstar rating of 4 stars. It gives you exposure to the growth side of the house and provides all cap exposure via selecting the growth ETFs for small cap, mid-cap and large cap in equal proportion. This portfolio is the growth subset of the All Cap portfolio described above. All six ETFs have a Morningstar rating of 4 or 5 stars. On the value side, there is VBR, VOE and VTV for small, mid and large cap. The six ETFs are all from Vanguard and they are VBK, VOT and VUG for small, mid, and large cap growth respectively. It also provide all cap exposure via selecting growth and value ETFs from each of the market cap categories small cap, mid-cap and large cap. ![]() This portfolio is designed to give you exposure to both the growth and value side of the market in equal measure. This portfolio has a super low expense ratio of 4 basis points. It does this via a 50% allocation to the S&P 500 using Vanguard’s VOO ETF and a 50% to the overall market via Vanguard’s VTI ETF. This portfolio is simplest possible ETF model portfolio designed to give you broad exposure to the overall market with a higher weighing towards S&P 500 stocks. ![]()
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